earnings
confidence high
sentiment positive
materiality 0.85
Itron Q4 beats: GAAP EPS $2.21 vs $1.26; Non-GAAP $2.46; Revenue $572M; Guides FY26 rev $2.35-2.45B
ITRON, INC.
2025-FY EPS reported
$6.50
revenue$2,367,194,000
- Q4 revenue $572M (-7% YoY); GAAP net income $102M, diluted EPS $2.21 (vs $1.26).
- Non-GAAP diluted EPS $2.46 (vs $1.35); Adjusted EBITDA $99M (+21%); free cash flow $112M.
- Outcomes segment revenue +23% to record; backlog $4.5B; bookings $0.7B in Q4, $2.1B full year.
- Closed Urbint acquisition Nov 3, 2025; closed Locusview acquisition ($525M) in Jan 2026.
- Q1 2026 guidance: rev $565-575M, non-GAAP EPS $1.20-1.30; FY26 rev $2.35-2.45B, non-GAAP EPS $5.75-6.25.